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Unified
Managed Accounts
Understanding the Latest Developments in
the
Managed Accounts Industry
December 13, 2006
Bayards, New York City
(Map)
Preliminary Agenda
8:30 Registration and Breakfast
9:00
Chairperson’s
Opening Remarks
Unified Managed Accounts: How Did They Evolve,
How Do
They Differ from SMAs?
Alois Pirker,
Senior
Analyst
Aite Group
9:15
Opening Roundtable
What are the Challenges to Managing UMAs and
What
are the Opportunities?
Moderator:
Bevin Crodian,
Chief
Executive Officer
Market Street Advisors
Panelists:
Bruce Frumerman,
President
Frumerman & Nemeth
John Shields,
President & CEO
Open Investing, Inc.
Randy Bullard,
Executive Vice President
Placemark Investments
Austin Page,
Chief Corporate Strategist
U.S. Fiduciary, LP
10:00
Overlay
Management: Do the Benefits Outweigh the Risks?
Moderator:
Randy Bullard,
Executive Vice
President
Placemark Investments
Panelists:
Robert Klapprodt,
President
Vestmark
Gerard Michael,
President & CEO
Smartleaf
Mike Winkel,
President
SunGard Advisor Technologies
10:45 Refreshment Break
11:00
Outsourcing: Is it Hype or Are
There Tangible,
Measurable Benefits?
Moderator:
Alois Pirker,
Senior Analist
Aite Group
Panelists:
Scot Knight,
Program Director
JP Morgan Managed Account Solutions
Robert Klapprodt,
President
Vestmark
11:45
Compliance Issues for the Unified
Managed Account
Richard Marshall,
Partner
Kirkpatrick & Lockhart Nicholson Graham
12:15 Luncheon
1:15
Coping
with UMA Operational Challenges
Renée Bowen,
Vice President
ADVISORport, A PFPC Company
Gerard Michael,
President & CEO
Smartleaf
Joe Walker,
President
UNAPEN, Inc.
2:00
Applying Technology to Achieve Maximum Efficiency
and
Regulatory/Reporting Control
Moderator:
Evan Schulman,
Co-Founder & Chairman
Upstream Technologies
Panelists:
Cheryl Nash,
Senior Vice President
CheckFree Investment Services
David Burnham,
Vice
President
SS&C Technologies
Kent Bonniwell,
Senior Vice President
ADVISORport
2:45 Refreshment Break
with Exhibitors
3:00
Tax
Strategies for the UMA
Craig Haber,
Tax Partner
Grant Thornton
Dan DiBartolomeo,
President
Northfield Information Services, Inc.
3:45
UMA Future Trends and Emerging Asset Classes
Peter Green,
Senior Vice
President
Prudential Investments
Alexis Vasquez,
Vice
President
The
Bank of New York
4:30
Conference Adjourns
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